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iShares Short Maturity Bond ETF
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Overview Fund Activity

365 hedge funds and large institutions have $2.8B invested in iShares Short Maturity Bond ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 115 increasing their positions, 130 reducing their positions, and 47 closing their positions.

Holders
365
Holders Change
+5
Holders Change %
+1.39%
% of All Funds
5.64%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.37%
New
57
Increased
115
Reduced
130
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$375M
2
EG
2
Enstar Group
Bermuda
$45.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$301M
4
WTB
4
Washington Trust Bank
Washington
$15.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$226M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$252M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.29M
3
Wells Fargo
3
Wells Fargo
California
$70.7M
4
SLF
4
Sun Life Financial
Ontario, Canada
$53.8M
5
LPL Financial
5
LPL Financial
California
$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
51
Ifrah Financial Services
Arkansas
$8.84M +$193K +3,855 +2%
BBHBI
52
B, B, H, & B Inc
Alabama
$8.8M +$201K +4,014 +2%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$8.32M -$189K -3,785 -2%
William Blair & Company
54
William Blair & Company
Illinois
$8.31M +$8.28M +165,704 +23,079%
SCA
55
STALEY CAPITAL ADVISERS
Pennsylvania
$8.11M -$1.98M -39,600 -20%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$7.29M -$682K -13,661 -9%
WPC
57
White Pine Capital
Minnesota
$7.16M -$534K -10,697 -7%
WWM
58
Windsor Wealth Management
Indiana
$7.04M +$743K +14,867 +12%
T
59
TCWP
Ohio
$6.89M +$6.89M +137,857 New
Stifel Financial
60
Stifel Financial
Missouri
$6.83M -$869K -17,400 -11%
VHAM
61
Van Hulzen Asset Management
California
$6.75M +$2.66M +53,164 +65%
UCFA
62
United Capital Financial Advisors
Texas
$6.68M -$1.28M -25,718 -16%
NWA
63
Navis Wealth Advisors
New York
$6.65M -$272K -5,438 -4%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$6.58M -$1.97M -39,524 -23%
BAM
65
Belpointe Asset Management
Nevada
$6.57M +$1.37M +27,459 +26%
OC
66
Oppenheimer & Co
New York
$6.33M -$61.8K -1,237 -1%
ASN
67
Advisory Services Network
Georgia
$6.26M +$3.6M +72,001 +135%
AO
68
Advisor OS
Illinois
$6.03M +$6.03M +120,726 New
VFA
69
Values First Advisors
Tennessee
$5.98M +$924K +18,488 +18%
HighTower Advisors
70
HighTower Advisors
Illinois
$5.97M +$540K +10,792 +10%
OPCM
71
Osborne Partners Capital Management
California
$5.9M +$407K +8,150 +7%
TTSTC
72
Texas Treasury Safekeeping Trust Company
Texas
$5.71M – – –
PCMU
73
Paragon Capital Management (Utah)
Utah
$5.69M +$5.69M +113,973 New
LOPW
74
Live Oak Private Wealth
North Carolina
$5.49M +$315K +6,308 +6%
EWA
75
Exencial Wealth Advisors
Oklahoma
$5.31M +$1.1M +22,120 +26%
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